Financial Disclosure Details - OGE Form 278e (06/03/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Principal OriginEmerging Markets Fund Class R-6 Shares (POEFX)
$1,001 - $15,000
$201 - $1,000
2
Principal SmallCap S&P 600 Index Separate Account
$1,001 - $15,000
$201 - $1,000
3
Principal International SmallCap Separate Account
$1,001 - $15,000
$201 - $1,000
4
Principal LifeTime Hybrid CIT 2030
$1,001 - $15,000
$201 - $1,000
5
Principal High Income Fund Institutional Class Shares (PYHIX)
$1,001 - $15,000
$201 - $1,000
6
Principal MidCap S&P 400 Index Separate Account
$1,001 - $15,000
$201 - $1,000
7
Principal Diversified International Fund Class R-6 Shares (PDIFX)
$1,001 - $15,000
$201 - $1,000
8
Principal Bond Market Index Separate Account
$15,001 - $50,000
$201 - $1,000
9
$100,001 - $250,000
Dividends
$5,001 - $15,000
10
BlackRockGlobal Allocation Fund, Inc Investor A Shares (MDLOX)
$50,001 - $100,000
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Association Analytics
Salary, bonus

Other Assets and Income

#
Description
Value
Type
Amount
1
iShares Core S&P Small-Cap ETF (IJR)
$1,001 - $15,000
$2,501 - $5,000
2
SPDR S&P Dividend ETF (SDY)
$15,001 - $50,000
$2,501 - $5,000
3
Vanguard Information Technology Index Fund ETF Class Shares (VGT)
$1,001 - $15,000
$5,001 - $15,000
4
BlackRock Event Driven Equity Fund Institutional Shares (BILPX)
$50,001 - $100,000
None (or less than $201)
5
First Trust Mid Cap Value AlphaDEX Fund (FNK)
$1,001 - $15,000
$2,501 - $5,000
6
First Trust Large Cap Value AlphaDEX Fund (FTA)
$1,001 - $15,000
$2,501 - $5,000
7
iShares Morningstar Small-Cap Value ETF (ISCV}
$1,001 - $15,000
$201 - $1,000
8
iShares MSCI EAFE ETF (EFA)
$1,001 - $15,000
$2,501 - $5,000
9
SPDR Portfolio S&P 500 Growth ETF (SPYG)
$50,001 - $100,000
$15,001 - $50,000
10
SPDR S&P 500 ETF Trust (SPY)
None (or less than $1,001)
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
Exchange
01/10/2023
$1,001 - $15,000
2
Delaware Diversified Income Fund Institutional Class Shares (DPFFX)
Sale
01/05/2023
$1,001 - $15,000
3
Financial Select Sector SPDR Fund (XLF)
Sale
01/05/2023
$1,001 - $15,000
4
Guggenheim Total Return Bond Fund Institutional Class Shares (GIBIX)
Sale
01/05/2023
$1,001 - $15,000
5
Invesco Core Plus Bond Fund Class Y Shares (CPBYX)
Sale
01/05/2023
$1,001 - $15,000
6
Invesco S&P MidCap Low Volatility ETF (XMLV)
Sale
01/05/2023
$1,001 - $15,000
7
iShares Core S&P Small-Cap ETF (IJR)
Sale
01/05/2023
$1,001 - $15,000
8
iShares Morningstar Mid-Cap Growth ETF (JKH)
Sale
01/05/2023
$1,001 - $15,000
9
iShares Russell Top 200 Growth ETF (IWY)
Sale
01/05/2023
$15,001 - $50,000
10
Janus Henderson Developed World Bond Fund Class I Shares (HFAIX)
Sale
01/05/2023
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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